Social Security Taxation

SSN Marketing Tax Tips

Social Security Taxation By Corey Keltner, Practice Development Specialist Today I would like to discuss a misunderstood concept about how Social Security taxation actually works. Understanding this concept can help clients reduce or avoid Social Security taxes in certain situations while reducing federal taxes at the same time. The basic issue is that IRA distributions have the ability to cause two …

Securities Service Network Gives Financial Advisors the Ability to Communicate with Clients through Text Messaging

SSN Marketing News

— Ladenburg Subsidiary Enhances Advisor-Client Engagement, Adding Preferred Mode of Mobile Phone Communication — — MyRepChat Meets Regulatory Guidelines and Integrates with CRM Platforms — KNOXVILLE, TN – February 18, 2019 – Securities Service Network, LLC (“SSN” or “the Firm”), a leading independent advisory and brokerage (IAB) firm and wholly owned subsidiary of Ladenburg Thalmann Financial Services (NYSE American: LTS, …

Life Transitions in Pre-Retirement

SSN Marketing Tax Tips

Life Transitions in Pre-Retirement By Corey Keltner, Practice Development Specialist Let’s discuss how you can help married couples through different life transitions, starting in pre-retirement, with a focus on the Roth conversion as a way to strategically pay taxes now and avoid them later. Keep in mind that Roth distributions* avoid Federal taxes and are not included in the Social …

Securities Service Network Recruits New York Practice With $180 Million In Client Assets; Advances On Strategic Growth Plan Targeting Tax-Focused Teams

SSN Marketing News

— Ladenburg Subsidiary Brings on Saratoga Springs-based Retirement Planning Group; Prepares to Roll Out Educational and Analytical Tools After an Extensive R&D Process  — KNOXVILLE, Tenn., Feb. 6, 2019 /PRNewswire/ — Securities Service Network, LLC (“SSN”), a leading independent advisory and brokerage (IAB) firm and wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF, LTSK), today …

Help Middle Income Clients Avoid this Social Security Trap

SSN Marketing Tax Tips

Help Middle Income Clients Avoid this Social Security Trap By Corey Keltner, Practice Development Specialist In 1983, Congress passed a rule that made Social Security distributions taxable for the first time since it began. Up to 50% of Social Security could become taxable under a quirky formula if “combined income exceeds a threshold amount” which, at the time, was $25,000 …

Ladenburg Thalmann Launches Advanced Planning Group And Expanded Rollout Of Link To The Future Program At Second Annual Elevate Advisory Symposium

SSN Marketing Corporate Office, News, Press Release

— Advanced Planning Group Helps Financial Advisors Across Ladenburg’s Independent Advisory and Brokerage Subsidiaries to Provide Sophisticated Solutions to Complex Issues for High Net Worth Clients  — — Expanded Rollout of Link to the Future Initiative Accelerates Cultivation of Next Gen Financial Advisors Among College Students — MIAMI, Jan. 15, 2019 /PRNewswire/ – Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, …